RWA
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Ropes Wealth Advisors’s Revvity RVTY Stock Holding History

Ropes Wealth Advisors’s Portfolio RVTY Stock Details RVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,442
Closed -$423K – 286
2021
Q3 		$423K Buy
+2,442
New +$430K 0.07% 191
2021
Q1 		– Sell
-860
Closed -$123K – 677
2020
Q4 		$123K Hold
860
– – 0.02% 289
2020
Q3 		$108K Sell
860
-12
-1% -$1.38K 0.02% 262
2020
Q2 		$86K Buy
872
+12
+1% +$1.1K 0.02% 266
2020
Q1 		$65K Hold
860
– – 0.02% 259
2019
Q4 		$84K Hold
860
– – 0.02% 287
2019
Q3 		$73K Buy
+860
New +$75.2K 0.02% 306
2016
Q2 		– Sell
-24
Closed -$1K – 520
2016
Q1 		$1K Buy
+24
New +$1.15K ﹤0.01% 431

Other funds holding RVTY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return